Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Benjamin Neumann is a financial advisor with Crestwood Advisors. Luke has been a financial advisor since January 2014. Luke is registered with the state of Massachusetts and Colorado. Luke is a Certified Financial Planner. Luke specializes in financial planning, portfolio management, and family office consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office consulting, credit and cash management solutions, insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
11/29/2017 - Present
Crestwood Advisors (BOSTON MA)
IA
Issued 07/01/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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